CMI : Analysis & Opinions

  1. Playing The Growth In Natural Gas Powered Vehicles

    March 12, 2014
    Natural gas vehicles are taking off in a big way. Fleet sales and heavy duty truck demand is growing and analysts predict ...
  2. Bear of the Day: Chart Industries (GTLS) - Bear of the Day

    March 5, 2014
    Bear of the Day: Chart Industries (GTLS) - Bear of the Day
  3. Navistar's Turnaround Is Ugly And Bumpy, But Making Progress

    September 5, 2013
    Navistar's turnaround doesn't look pretty, but the company has made important positive steps.
  4. Tata Motors: A Tale Of Two Businesses

    September 3, 2013
    Jaguar is doing exceptionally well, but Tata Motors struggles to replicate that success at home.
  5. Navistar In The Early Stages Of Turning It Around

    June 11, 2013
    Navistar is on the road back to share regrowth and profits.
  6. BorgWarner Still In A Long-Term Growth Lane

    May 13, 2013
    BorgWarner has intriguing growth prospects, but the shares have already recovered quite a bit of ground.
  7. Fitch Maintains Navistar Ratings - Analyst Blog

    January 24, 2013
    Fitch Ratings Services has reaffirmed the long-term issuer default rating (IDR) on Navistar International (NAV) and its subsidiary ...
  8. High Paid Manufacturing Turns to U.S. - Analyst Blog

    January 14, 2013
    Outsourcing or offshoring has had a profound effect on the U.S. job market. Industries such as textiles, toys, shoes and ...
  9. Deere and More Big Movers in Capital Goods on December 27, 2 ...

    December 27, 2012
    This morning's trading has marked a bad day for the market so far. The Nasdaq has fallen 0.7%; the S&P 500 has slipped 0.8%; ...
  10. Cummins and Other Big Movers In Capital Goods on December 18, ...

    December 18, 2012
    The market is doing well so far today. The Nasdaq has moved up 1.1%; the S&P 500 has risen 0.8%; and the Dow is up 0.6%. ...
  11. 3M and More Big Movers in Capital Goods on December 11, 2012

    December 11, 2012
    It's been a good morning for the market. The Nasdaq is trading up 1.7%; the S&P 500 has increased 1%; and the Dow has climbed ...
  12. Cummins Among Capital Goods' Biggest Movers on December 5, 2 ...

    December 5, 2012
    The Nasdaq has declined 1%, the S&P 500 has slipped 0.1% and the Dow has climbed 0.2% so far today. The capital goods sector ...
  13. Deere and Other Capital Goods Stocks Making Big Moves on November ...

    November 23, 2012
    On a good day for the market, the Nasdaq has risen 1.3%, the S&P 500 has increased 1% and the Dow has moved up 1%. The capital ...
  14. Cummins and Other NYSE Stocks Making Big Moves on November 19, ...

    November 19, 2012
    The market is on the rise this morning, with the Nasdaq climbing 1.7%, the S&P 500 up 1.5% and the Dow increasing 1.3%. Today, ...
  15. Cummins and More Big Movers in Capital Goods on November 19, ...

    November 19, 2012
    The market is on the rise this morning. The Nasdaq has risen 1.7%; the S&P 500 has moved up 1.5%; and the Dow has moved up ...
  16. A Resurgent America - Analyst Blog

    November 14, 2012
    Exports have been an American success story lately. This is corroborated by the U.S. trade deficit falling from 6% of Gross ...
  17. Westport Is Still All About Tomorrow

    November 9, 2012
    Disappointing revenue today means almost nothing for Westport's long-term value.
  18. Investors Were Ready For A Tough Quarter From Eaton

    November 1, 2012
    Although there is a risk that Europe doesn't right itself until 2014 and the upcoming "fiscal cliff" gut-punches U.S. growth ...
  19. Markets Stay Closed, Some Earnings Delays - Analyst Blog

    October 30, 2012
    Markets remain closed for a second day on Tuesday due to Hurricane Sandy, with published accounts putting the preliminary ...
  20. Stock Market News for October 30, 2012 - Market News

    October 30, 2012
    Hurricane Sandy, one of the biggest storms to hit the U.S., forced the Street to shut operations on Monday. While the storm ...
  21. Ahead of Wall Street - October 30, 2012 - Ahead of Wall Street

    October 30, 2012
    Tuesday, October 30, 2012 Markets remain closed for a second day on Tuesday due to Hurricane Sandy, with published accounts ...
  22. WABCO's Quality Already Reflected In The Stock

    October 25, 2012
    WABCO is well-positioned for growing emerging market demand, but the stock is not cheap.
  23. Caterpillar and Other Big Movers In Capital Goods on October ...

    October 16, 2012
    The morning has been good for the market. The Nasdaq has increased 1.1%; the S&P 500 is trading up 1%; and the Dow is up ...
  24. Alcoa Is A Potential Value Call

    October 10, 2012
    Alcoa is doing the best it can in a tough market. The company probably needs aluminum prices above $1 or $1.10/lb for the ...
  25. Capital Goods Stocks, Including Deere, Making Big Moves on October ...

    October 10, 2012
    So far today, the Nasdaq has moved little, the S&P 500 is down 0.2% and the Dow has decreased 0.5%. The capital goods sector ...
  26. United Technologies Among Capital Goods' Biggest Movers on September ...

    September 20, 2012
    The market has been slipping so far today. The Nasdaq has declined 0.3%; the S&P 500 has decreased 0.3%; and the Dow is down ...
  27. NYSE Stocks, Including CNOOC Limited, Making Big Moves on September ...

    September 14, 2012
    On a good day for the market, the Nasdaq has increased 1.1%, the S&P 500 has increased 0.6% and the Dow is trading up 0.4%. ...
  28. Cummins and More Big Movers in Capital Goods on September 14, ...

    September 14, 2012
    The morning has been good for the market. The Nasdaq has moved up 1.1%; the S&P 500 has climbed 0.6%; and the Dow has risen ...
  29. Cummins and Other Capital Goods Stocks Making Big Moves on September ...

    September 6, 2012
    The market is doing well so far today. The Nasdaq is up 1.9%; the S&P 500 is trading up 1.8%; and the Dow has climbed 1.7%. ...
  30. Today's Major Capital Goods Sector Movers: Cummins and More

    July 31, 2012
    So far today, the Nasdaq is trading up 0.4%, the S&P 500 has been relatively flat and the Dow is unchanged. The capital goods ...
  31. BorgWarner - Patience May Not Be Futile

    July 27, 2012
    BorgWarner's second miss in a row is concerning, but the growth is still impressive. However, it's part of the auto industry ...
  32. MDC and Other Capital Goods Stocks Making Big Moves on July 23, ...

    July 23, 2012
    The market is having a bad day so far. The Nasdaq has slipped 1.9%; the S&P 500 is trading down 1.3%; and the Dow is down ...
  33. A Very Weak Start to Q2 Earnings Season - Earnings Trends

    July 13, 2012
    Summary We have results from only 32 S&P 500 companies at this stage, but what we have seen thus far -- in terms of ...
  34. Rebound In Eurozone Industrial Production Doesn't Seem To Matter

    July 13, 2012
    Positive Eurozone industrial production data is more noise than news. This recent downturn in the global equity markets would ...
  35. What's Holding Apple Up? - Real Time Insight

    July 13, 2012
    There are a few stocks I really look forward to earnings from. Caterpillar (CAT) and Cummins (CMI) tell us about China/EM ...
  36. Chinese Growth, JPM Damage Control As Expected - Analyst Blog

    July 13, 2012
    The market will likely find China's second quarter GDP growth numbers reassuring as many read last week's second interest ...
  37. Stock Market News for July 13, 2012 - Market News

    July 13, 2012
    Positive initial claims data could hardly help the markets avoid its sixth-consecutive day of losses, as worries over the ...
  38. Ahead of Wall Street - July 13, 2012 - Ahead of Wall Street

    July 13, 2012
    Friday, July 13, 2012 The market will likely find China's second quarter GDP growth numbers reassuring as many read last ...
  39. Ahead of Wall Street - July 11, 2012 - Ahead of Wall Street

    July 11, 2012
    Wednesday, July 11, 2012 The most important item on today's calendar is the release of the Fed's June meeting minutes later ...
  40. Navistar Changes Gear With Its Engine Program

    July 6, 2012
    Navistar accepts reality and changes its emissions control technology.
  41. Capital Goods Stocks Making Big Moves on July 6, 2012

    July 6, 2012
    The Nasdaq has decreased 1.7%, the S&P 500 has fallen 1.3% and the Dow is down 1.4%, marking a bad morning for the market. ...
  42. The Durable Play In Durable Goods

    June 29, 2012
    With orders rising for durable and core capital goods, despite the issues facing Europe, businesses are still betting on ...
  43. Is Clarcor's Business Slipping Away?

    June 26, 2012
    Clarcor is a well-run business and the filtration business is a good one to be in, but the growth potential doesn't seem ...
  44. Actuant Down To One Horse

    June 25, 2012
    Even if Actuant can grow free cash flow at a high single-digit rate over the next decade, these shares aren't compelling ...
  45. The Navistar Mess Gets Messier

    June 11, 2012
    Navistar's engine problems have drained the company's power.
  46. Kirby Spending Money To Make Money

    May 31, 2012
    At about seven times 2012 EBITDA, Kirby's shares are cheaper than usual, largely due to declines in frac activity in the ...
  47. 7 Winners of a Pollyanna Earnings Season

    April 18, 2012
    Well, first-quarter earnings season is upon us, and the bellwethers that have reported so far are looking for a pretty bright ...
  48. U.S. Manufacturing Starts To Boom

    April 12, 2012
    With the Institute for Supply Management's PMI index rising for the 32nd month in a row, it's safe to say that the U.S. ...
  49. Dover's A Dividend Delight

    March 14, 2012
    Dover has increased its dividend every year since 1956. In October, the stock looked 30% undervalued. It's up 11% since then.
  50. Trying To Make Sense Of Navistar

    March 13, 2012
    Navistar could do well on a truck rebound.
  51. Three Reasons To Own Paccar

    February 9, 2012
    Paccar's starting to make some noise and its stock should follow suit.
  52. Strong U.S. Jobs Growth: Will These Profitable Companies Benefit?

    January 9, 2012
    With a rebounding U.S. job market, the economy might be rebounding faster than initially expected.
  53. 2011 In Review - Industrials Show Some Rust

    December 22, 2011
    Economic fears have pushed many industrials firmly into the red for 2011.
  54. Better Still Not Good Enough For Navistar

    December 22, 2011
    Navistar is doing a little better, but it needs to do a lot better to reach its potential.
  55. Kirby Not Just Floating Along

    December 8, 2011
    Kirby is a great mix of stability and growth potential.
  56. Deere Keeps On Running

    November 28, 2011
    Deere continues to reap the benefits of robust agriculture and overseas construction markets.
  57. Eaton – Well-Balanced, But Forever A Bridesmaid?

    October 27, 2011
    Eaton gets relatively less respect than it should, but that could make it a value for patient investors.
  58. CAT's Costs Rising, But Revenue Rising Faster

    October 27, 2011
    Caterpillar is reaping excellent growth from emerging markets.
  59. Diesel Fuel Offers An Interesting Play

    October 19, 2011
    Use the increased demand for diesel to your advantage. Check out these picks for some good side bets in the energy sector.
  60. Clarcor's Growth Story A Little Gummed Up

    September 16, 2011
    Do Clarcor's growth problems prove that the filtration sector has slowed down?
  61. Navistar Gets More Than The Benefit Of The Doubt

    September 8, 2011
    Navistar is undervalued, but only if it executes better than it has.
  62. Will China Extend Joy Global's Cycle?

    September 2, 2011
    Joy Global's earnings are strong, but momentum may be starting to flag.
  63. Donaldson Likely Looking At A Lower Gear Next Year

    August 30, 2011
    Donaldson may not have enough innovation or emerging market exposure to outperform as a stock.
  64. 3 Reasons To Own Magna International

    August 16, 2011
    The auto parts maker's EV/EBITDA is less than four times EBITDA, making it very appealing right now.
  65. BorgWarner Is In A Sweet Spot

    August 5, 2011
    BorgWarner is gaining significant share with its turbocharger components.
  66. Eaton's Growth Still Industrial Strength

    August 1, 2011
    Eaton continues to gain share across a broad swath of growing markets.
  67. Follow Growth Trends With These 9 Stocks

    July 29, 2011
    Fund and asset manager Quint Tatro says industries poised for growth include natural gas and medical devices. In today’s ...
  68. Navistar Looking For A Higher Gear

    June 9, 2011
    Can Navistar work out the kinks in its new engine before it's too late?
  69. Can China Yuchai Rev Up Your Portfolio?

    April 1, 2011
    China Yuchai is risky, but maybe too cheap to ignore as a play on China's industrial expansion.
  70. S&P 500 Winners In 2010

    January 7, 2011
    Some of the best-performing stocks in the S&P 500 in 2010 were all but counted out at the peak of the financial crisis.
  71. Navistar's Truck-Tough Earnings

    December 29, 2010
    Navistar came in with lower quarterly profits on a small revenue increase. The industry's had a couple of tough years, but ...
  72. Five Strong Socially Responsible Stocks

    December 15, 2010
    Making money in the market shouldn't prevent you from sleeping at night. Find out how to keep your conscience clean and wealth ...
  73. From Landfill To Light Bulb

    December 6, 2010
    As world populations continue to grow, use more energy and create more waste, finding solutions to tackle these problems ...
  74. 5 Stock Sectors To Hold If The Market Crashes

    September 2, 2010
    Equities can seem scary when the economy is volatile, but these holdings can be profitable in the long run.
  75. No Need To Rush On Donaldson

    September 1, 2010
    Donaldson is an excellent industrial company, but there is no need to chase this stock just yet.
  76. Making Sense Of Generac's IPO

    March 2, 2010
    On February 11 Generac Power Systemsits shares began trading on Nasdaq at $13 a share, but is it a good buy?
  77. Pall Corporation Filters In Good Earnings

    January 25, 2010
    Product diversification is the name of the industrials game.
  78. Companies That Are Beating Earnings Estimates

    April 2, 2009
    Companies that have exceeded earnings estimates are worthy of further research as analysts' ratings might boost stock prices.
  79. Gymboree Masters Jungle Gym Of Dour Economy

    February 13, 2009
    A low P/E ratio doesn't guarantee the investment worthiness of a company, but Gymboree is a shining star of the metric.
  80. The Hidden Trend In The Durable Goods Data

    September 2, 2008
    Durable goods orders data makes for a quick headline, but the real value for investors, however, is only unlocked by taking ...
  81. Digging Into Durable Goods Data

    August 7, 2008
    Durable good orders rose 0.8% in June, instead of the expected 0.4% decline. But, there's always more to the story.
  82. ETF Dissection Reveals Mid-Cap Winners

    June 27, 2008
    Mid-cap stocks have held up the best during the 2008 selloff. We examine where a leading mid-cap ETF is putting its money.
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